Continuum Advisory’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $804K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $456K | Buy |
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|
2024
Q4 | $457K | Buy |
|
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|
2024
Q3 | $470K | Buy |
|
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|
2024
Q2 | $307K | Buy |
|
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|
2024
Q1 | $294K | Sell |
|
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|
2023
Q4 | $423K | Buy |
|
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|
2023
Q3 | $360K | Buy |
|
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|
2023
Q2 | $358K | Buy |
|
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|
2023
Q1 | $366K | Buy |
|
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|
2022
Q4 | $315K | Buy |
|
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|
2022
Q3 | $285K | Buy |
|
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $275K | Buy |
|
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|
2021
Q4 | $269K | Buy |
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|
2021
Q3 | $260K | Buy |
|
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $225K | Buy |
|